Lido Advisors Portfolio holdings
AUM $17B
AUM
$17B
AUM Growth
+$956M (+6%)
Cap. Flow
+$2.46B
Cap. Flow % of AUM
14.53%
Top 10 Holdings %Top 10 Hldgs %
40.73%
Holding
1,443
New
122
Increased
670
Reduced
471
Closed
82
Top Buys
| 1 | $910M | |
| 2 | $561M | |
| 3 | $94.7M | |
| 4 | $81.6M | |
| 5 | $77.5M |
Top Sells
| 1 | $158M | |
| 2 | $75M | |
| 3 | $59M | |
| 4 | $25.1M | |
| 5 | $20.2M |
Sector Composition
| 1 | Technology | 15.18% |
| 2 | Financials | 4.97% |
| 3 | Healthcare | 3.8% |
| 4 | Consumer Discretionary | 3.49% |
| 5 | Communication Services | 3.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.86M | 0.01% | 16,120 -58 | -0.4% | -$6.69K | |||
| $1.85M | 0.01% | 37,264 -11 | -0% | -$547 | |||
| $1.83M | 0.01% | 12,325 -291 | -2% | -$43.2K | |||
| $1.83M | 0.01% | 42,644 +32 | +0.1% | +$1.37K | |||
| $1.82M | 0.01% | 8,224 -1,987 | -19% | -$440K | |||
| $1.81M | 0.01% | 78,069 -26,236 | -25% | -$609K | |||
| $1.81M | 0.01% | 72,385 +63,305 | +697% | +$1.59M | |||
| $1.81M | 0.01% | 33,755 +210 | +0.6% | +$11.2K | |||
| $1.8M | 0.01% | 6,469 -1,033 | -14% | -$287K | |||
| $1.8M | 0.01% | 21,740 -4,637 | -18% | -$383K | |||
| $1.79M | 0.01% | 25,487 +2,815 | +12% | +$198K | |||
| $1.79M | 0.01% | 6,594 +4,479 | +212% | +$1.21M | |||
| $1.79M | 0.01% | 116,248 -8,310 | -7% | -$128K | |||
| $1.78M | 0.01% | 20,047 +1,185 | +6% | +$105K | |||
| $1.76M | 0.01% | 33,268 -7,038 | -17% | -$373K | |||
| $1.76M | 0.01% | 176,289 | – | – | |||
| $1.76M | 0.01% | 30,563 +4,207 | +16% | +$242K | |||
| $1.76M | 0.01% | 70,939 +11,578 | +20% | +$287K | |||
| $1.75M | 0.01% | 15,566 +12,417 | +394% | +$1.4M | |||
| $1.75M | 0.01% | 21,996 -406 | -2% | -$32.4K | |||
| $1.75M | 0.01% | 38,052 +4,122 | +12% | +$190K | |||
| $1.75M | 0.01% | 246,312 | – | – | |||
| $1.74M | 0.01% | 13,534 +6,837 | +102% | +$881K | |||
| $1.73M | 0.01% | 22,678 +2,148 | +10% | +$164K | |||
| $1.73M | 0.01% | 21,866 +2,316 | +12% | +$183K |
